The Mutual Fund Research Center®

The Mutual Fund Store® investment advisors provide investment advisory services to clients using mutual funds and asset allocation models recommended by The Mutual Fund Research Center, LLC, under the direction of Chief Investment Officer Adam Bold, founder of The Mutual Fund Store, and Stacey Schreft, Director of Investment Strategy.

The Mutual Fund Research Center® uses the latest software and technology, thorough analysis, historical research and conversations with fund managers to screen through the more than 25,000 available funds to identify those with the greatest opportunity for growth going forward.

Past performance is not the only factor to consider. We focus on the fund manager, including a review of the manager’s tenure. If the individual who is making the day-to-day investment decisions has changed, it is not the same fund.

In the fund management business, like most other businesses, some individuals consistently perform better than others. We choose funds with managers who have shown a consistent track record over time.

Our Research Center remains in contact with the fund managers for each fund used by our investment advisors in client accounts. We gain insight on where fund managers believe the market is headed and anticipated changes managers may make in their holdings. Combined with our in-depth analysis of market conditions, economic trends and historical data, our investment advisors have a wealth of knowledge as a foundation when making changes in our clients’ investment portfolios.

There are many other factors to consider, as well. By using our proprietary investment selection process, we can create an asset allocation that helps meet your goals and objectives.